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User interface of Data Collection
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Basic Configuration
Creating and Configuring Form Templates
Creating and Configuring Validation Rules
Importing Reporting Entities from Consolidation & Financial Planning
Creating and Configuring Reporting Packages
Collecting Data
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Glossary

Creating and Configuring Reporting Packages

Overview

A Reporting Package is a virtual container that bundles together the elements required for a data collection process:

  • Form templates with completion instructions
  • Reporting entities with assigned collectors and approvers
  • Intercompany validation rules (if enabled)

Once a reporting package is fully configured, an Administrator can start data collection processes for it.

Creating Reporting Packages

To create a reporting package:

1

Navigate to Data Collection | Reporting packages.

2

Click + Create reporting package in the top right. The Create Reporting Package dialog is displayed:

The 'Create Reporting Package' dialog is displayed.
'Create Reporting Package' dialog
3

In the Create Reporting Package dialog, enter a unique name for the reporting package and click Create.

You can now configure the newly created reporting package (see the following section).

Configuring Reporting Packages

The following options are available for configuring reporting packages:

Settings

The following options can be configured in this step:

The first step in the create reporting package wizard is displayed.
'Settings' step

Frequency

Frequency for data collection.

Options include:

  • Monthly
  • Quarterly
  • Semi-Annually
  • Annually

Group currency

Currency used at group level, selectable from a list of ISO currencies

Intercompany validation

Option to enable or disable intercompany validation for this package

Description

Optional description explaining the purpose of the reporting package

Reporting entities

The following options can be configured in this step:

The second step in the create reporting package wizard is displayed.
'Reporting entities' step
OptionDescription
Add reporting entitiesOpens a dialog to select one or more reporting entities to include in the package
Collectors and ApproversAfter adding reporting entities, you can configure user assignments. Assignments are copied by default from the Reporting Entities workspace, but you can overwrite them for this specific package.

At least one Collector and one Approver must be assigned to each reporting entity. The same user can be assigned as both Collector and Approver.

Form templates

The following options can be configured in this step:

The third step in the create reporting package wizard is displayed.
'Form templates' step
OptionDescription
Add form templateOpens a dialog to select one or more form templates in state Published to include in the reporting package

Managing Reporting Packages

The reporting packages list displays all configured reporting packages with the following information:

A list of created reporting packages is displayed.
Reporting packages list

Reporting package name

Name of the reporting package

State

Current state of the reporting package:

  • Draft
  • Published

Collection process

Number of data collection processes started for this reporting package

Collection frequency

Configured collection frequency (monthly, quarterly, etc.)

Created on

Creation date

Last modified on

Date of the most recent modification

Context menu

Three-dot menu at the end of each reporting package row.

Available actions:

  • Start data collection - starts a data collection process for the selected reporting package
  • Edit
  • Delete

Editing a Reporting Package

To edit an existing reporting package, click the three-dot menu at the end of the reporting package row and select Edit.

Publishing a Reporting Package

When first created, a reporting package is automatically in Draft state. While in this state, it can undergo any number of modifications. Once its configuration is finalized, the reporting package must be Published before it can be used to start data collection processes.

To publish a reporting package, click Publish in the top right of the reporting package detail view.

A published reporting package can only be modified if it is not linked to ongoing data collection processes. Editing a published reporting package automatically brings it back to Draft state.

Deleting a Reporting Package

To delete a reporting package, click the three-dot menu at the end of the reporting package row and select Delete. In the confirmation dialog, click Yes, delete.

Only unused reporting packages can be deleted. Reporting packages linked to past or ongoing data collection processes cannot be deleted.

Last updated on May 28, 2026

Table of Contents
Creating and Configuring Reporting PackagesOverviewCreating Reporting PackagesConfiguring Reporting PackagesManaging Reporting Packages
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